1. Handling External Customers: Landing Pages, User Registration and Billing
Tuesday March 19, 2019
10:35 AM – 11:30 AM

2. External Customer Preparation:
Communicate with their accounting department to set-up billing
If possible acquire names of users for activation
Create accounts in PSP
Send PDF User Manuals
Hold Training Sessions at their facility
Create category and finish sizes for specific customers and assign permissions

3. External Customer Preparation:
Customer s me to request a quote or inquiry of job
Set up customer information in PSP, and request a W9 for proof of non-profit status
If approved set up remit information for Net30
After job is completed, invoice is provided to customer
Customer pays cash, credit card, or check

12. Handling External Customers:
QUESTIONS